Microsoft Teams Integration

If your team works in Microsoft Teams, important leads should show up there too. Hot leads and handover requests land in the channel you choose, with a summary.

Overview

For teams on Microsoft 365, Teams is often where communication happens. MHS Links AI connects to Teams through Microsoft’s official connection options and sends notifications to the channel you choose, in the situations you define.

Each notification includes the customer’s name, the channel they came from, their intent score, and a short summary of the conversation. A link in the notification opens the conversation in the panel, where you can take it over if needed.

What You Can Do

Hot Lead Alerts

Leads scored as hot are posted to the Teams channel you choose right away.

Handover Notifications

When a customer asks for a person, the right team is notified along with the conversation summary.

Appointment Notifications

Appointments booked by the assistant appear in your channel with their date and time.

Channels by Topic

Notifications about different topics, such as sales, support, or branches, can go to different channels.

Setup Steps

  1. 01

    Choose the Connection Method

    Based on your organization’s Microsoft 365 settings, we work out with your IT team how the Teams connection is set up.

  2. 02

    Choose the Channels

    We decide which notification goes to which team and channel based on how you work.

  3. 03

    Set the Notification Rules

    We define which situations trigger a notification and what information it includes.

  4. 04

    Test and Go Live

    Notifications are tested with sample conversations, and live notifications start arriving in your channels once you approve.

Requirements

  • A Microsoft 365 account that uses Microsoft Teams
  • The teams and channels that will receive notifications, and your IT administrator’s approval if required
  • At least one messaging channel for the assistant to work on

Data and Security

  • The connection is made with Microsoft’s official connection options, within the scope your organization allows.
  • Notifications include only the information you choose during setup; the full conversation stays in the panel.
  • The assistant answers only from the information you upload. When it doesn’t know something, it doesn’t make things up; it hands the conversation to your team.

For details, see our Privacy Policy.

Which Plans Include It?

This integration is planned as part of your setup, based on your needs. We’ll work out together during setup which plan it’s added to and how.

Write to us

Frequently Asked Questions

It depends on your organization’s Microsoft 365 settings. Some organizations require administrator approval to add apps and connections; in that case, we plan the steps together with your IT team.

The link in the notification opens the conversation in the panel, and you reply from there, on the channel the customer used. That way, the whole conversation stays in one place.

You decide: for hot leads, handover requests, or new appointments, for example.

Get Hot Leads
to Your Team Instantly

Try the Plus plan free for 3 days, and we’ll work with you to define the setup scope and the configuration that suits you best.